Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $86,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,901 | $57,610-27.3% | $154,803-72.9% | $102,872-59.3% |
| Participation rate | 33.3% | 59.5%-26.2pp | 78.1%-44.8pp | 73.0%-39.7pp |
| Annual return | 17.63% | 30.49%-12.9pp | 58.88%-41.3pp | 19.06%-1.4pp |
| Employer contribution / active EE | $814 | $1,883-56.8% | $4,305-81.1% | $3,526-76.9% |
| Participant deferral / active EE | $1,574 | $2,914-46.0% | $5,540-71.6% | $5,535-71.6% |
| Admin fee / account holder | $208 | $368-43.5% | $14,329-98.5% | $292-28.8% |